“Project Management” object is exposed from SAP Business One Version 9.2 PL03

“Project Management” object is exposed as a Service Type Object from SAP Business One Version 9.2 PL03. It is yet to be implemented in DTW.

Here is how to use the Project Management object using DI API:

1. Add a Project using DI API:

int absEntryOfCreatedProject = -1;
SAPbobsCOM.CompanyService oCompServ = null;
SAPbobsCOM.ProjectManagementService pmgService = null;

try
{

    oCompServ = (SAPbobsCOM.CompanyService)oCompany.GetCompanyService();
    pmgService = (SAPbobsCOM.ProjectManagementService)oCompServ.GetBusinessService(SAPbobsCOM.ServiceTypes.ProjectManagementService);
    SAPbobsCOM.PM_ProjectDocumentData project = (SAPbobsCOM.PM_ProjectDocumentData)pmgService.GetDataInterface(SAPbobsCOM.ProjectManagementServiceDataInterfaces.pmsPM_ProjectDocumentData);
    project.ProjectName = "ProjectByDI_01";
    project.Owner = 1;
    project.StartDate = new DateTime(2016, 2, 1);
    project.DueDate = new DateTime(2016, 11, 30);
    project.ClosingDate = new DateTime(2016, 12, 31);
    project.ProjectType = SAPbobsCOM.ProjectTypeEnum.pt_External;
    project.BusinessPartner = "C20000";
    project.ContactPerson = 2;
    project.Territory = 1;
    project.SalesEmployee = 5;
    project.AllowSubprojects = SAPbobsCOM.BoYesNoEnum.tYES;
    project.ProjectStatus = SAPbobsCOM.ProjectStatusTypeEnum.pst_Started;
    project.FinancialProject = "PRJ01";
    project.RiskLevel = SAPbobsCOM.RiskLevelTypeEnum.rlt_High;
    project.Industry = 1;
    project.Reason = "Test comment";
    project.AttachmentEntry = 1;
    SAPbobsCOM.PM_ProjectDocumentParams projectParam = pmgService.AddProject(project);
    absEntryOfCreatedProject = projectParam.AbsEntry;

}

catch (Exception ex)
{
    MessageBox.Show(ex.Message);
}

finally
{
    if (pmgService != null)
    {
        MessageBox.Show(absEntryOfCreatedProject.ToString());
        System.Runtime.InteropServices.Marshal.ReleaseComObject(pmgService);
    }
}

2. Update a Project by adding ‘Documents’ to ‘Stages’ using DI API:

SAPbobsCOM.CompanyService oCompServ = (SAPbobsCOM.CompanyService)oCompany.GetCompanyService();
SAPbobsCOM.ProjectManagementService pmgService = (SAPbobsCOM.ProjectManagementService)oCompServ.GetBusinessService(SAPbobsCOM.ServiceTypes.ProjectManagementService);
SAPbobsCOM.PM_ProjectDocumentParams projectToUpdateParam = pmgService.GetDataInterface(SAPbobsCOM.ProjectManagementServiceDataInterfaces.pmsPM_ProjectDocumentParams);

try
{
    projectToUpdateParam.AbsEntry = 1;
    SAPbobsCOM.PM_ProjectDocumentData project = pmgService.GetProject(projectToUpdateParam);
    SAPbobsCOM.PM_StagesCollection stagesCollection = project.PM_StagesCollection;
    SAPbobsCOM.PM_StageData stage = stagesCollection.Add();
    stage.StageType = 1;
    stage.StartDate = DateTime.Now;
    stage.CloseDate = stage.StartDate.AddDays(30);
    stage.Task = 1;
    stage.Description = "StageWithDocByDI_01";
    stage.ExpectedCosts = 150;
    stage.PercentualCompletness = 7;
    stage.IsFinished = SAPbobsCOM.BoYesNoEnum.tNO;
    stage.StageOwner = 5;
    stage.AttachmentEntry = 1;
    stage = stagesCollection.Add();
    stage.StageType = 2;
    stage.StartDate = DateTime.Now.AddMonths(1);
    stage.CloseDate = stage.StartDate.AddDays(30);
    stage.Task = 2;
    stage.Description = "StageWithDocByDI_02";
    stage.ExpectedCosts = 250;
    stage.PercentualCompletness = 8;
    stage.IsFinished = SAPbobsCOM.BoYesNoEnum.tNO;
    stage.StageOwner = 5;
    stage.DependsOnStage1 = 1;
    stage.StageDependency1Type = SAPbobsCOM.StageDepTypeEnum.sdt_Project;
    stage.DependsOnStageID1 = 1;

    SAPbobsCOM.PM_DocumentsCollection documentsCollection = project.PM_DocumentsCollection;
    SAPbobsCOM.PM_DocumentData document = documentsCollection.Add();
    document.StageID = 1;
    document.DocType = SAPbobsCOM.PMDocumentTypeEnum.pmdt_APCreditMemo;
    document.DocEntry = 7;
    pmgService.UpdateProject(project);
    MessageBox.Show("OK");
}

catch (Exception ex)
{
    MessageBox.Show(ex.Message);
}

finally
{
    if (pmgService != null)
    {
        System.Runtime.InteropServices.Marshal.ReleaseComObject(pmgService);
    }
}

3. Cancelling a Project using DI API:

SAPbobsCOM.CompanyService oCompServ = null;
SAPbobsCOM.ProjectManagementService pmgService = null;

try
{
    oCompServ = (SAPbobsCOM.CompanyService)oCompany.GetCompanyService();
    pmgService = (SAPbobsCOM.ProjectManagementService)oCompServ.GetBusinessService(ServiceTypes.ProjectManagementService);
    SAPbobsCOM.PM_ProjectDocumentParams projectToCancelParam = pmgService.GetDataInterface(ProjectManagementServiceDataInterfaces.pmsPM_ProjectDocumentParams);
    projectToCancelParam.AbsEntry = 1;
    pmgService.CancelProject(projectToCancelParam);
}
catch (Exception ex)
{
    throw new Exception(string.Format("Call PMG failed with error code: {0}", ex.Message));
}
finally
{
    if (pmgService != null)
    {
        System.Runtime.InteropServices.Marshal.ReleaseComObject(pmgService);
    }
}

4. Adding a SubProject using DI API:

try
{
    CompanyService oCompServ = (SAPbobsCOM.CompanyService)oCompany.GetCompanyService();
    ProjectManagementService phaService = (SAPbobsCOM.ProjectManagementService)oCompServ.GetBusinessService(ServiceTypes.ProjectManagementService);
    PM_SubprojectDocumentData subProject = phaService.GetDataInterface(ProjectManagementServiceDataInterfaces.pmsPM_SubprojectDocumentData);
    subProject.Owner = 4;
    subProject.SubprojectName = "SubProjectNameByDI_01_01";
    subProject.StartDate = new DateTime(2016, 5, 1);
    subProject.DueDate = new DateTime(2016, 5, 15);
    subProject.SubprojectEndDate = new DateTime(2016, 5, 31);
    subProject.ProjectID = 1;
    subProject.SubprojectType = 1;
    subProject.SubprojectContribution = 15;
    subProject.SubprojectStatus = SubprojectStatusTypeEnum.sst_Open;
    subProject.ActualCost = 50;
    subProject.PlannedCost = 200;
    SAPbobsCOM.PM_SubprojectDocumentParams subprojectParam = phaService.AddSubproject(subProject);
}
catch (Exception ex)
{
    throw new Exception(string.Format("Call failed with error code: {0}", ex.Message));
}
finally
{
    if (pmgService != null)
    {
        System.Runtime.InteropServices.Marshal.ReleaseComObject(pmgService);
    }
}

Update: UDFs have been implemented for “PM_ProjectDocumentData”, “PM_StageData”, “PM_SubprojectDocumentData” since SAP Business One Version 9.3 PL01 .

10 Comments

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Kuldeep Kumar August 14, 2016 at 6:54 pm

Thanks for sharing this… When we can use it in DTW?

like (0)
1. Peter Hartwich July 13, 2017 at 2:02 pm
  
  Dear Kuldeep, we are well aware of this requirement, it is also tracked via https://ideas.sap.com/D35622.
  
  Please subscribe to that idea in order to get informed as soon as it get updated.
  
  Best regards, Peter
  
  like (0)
  1. Peter Hartwich February 7, 2018 at 1:59 pm
    
    Delivered with SAP Business One 9.3 PL00
    
    like (0)
ANKIT CHAUHAN Post authorMarch 22, 2017 at 3:00 pm

Update an existing ‘Stage’ for the existing Project Management Document, can be found here:

https://answers.sap.com/questions/160076/sap-business-one-project-management-stages-sdk.html

Kind regards,

ANKIT CHAUHAN

SAP SME Support

like (0)
Mark DAddario April 21, 2017 at 5:04 pm

Hi Ankit,

Thanks for sharing.

Is it possible to update UDF values for PM_ProjectDocumentData or PM_SubprojectDocumentData?

Thanks,
Mark

like (0)
1. ANKIT CHAUHAN Post authorApril 25, 2017 at 4:03 pm
  
  Hi Mark DAddario,
  
  Currently, I do not find any possibility to do this. I will inform you about it as early as possible.
  
  Kind regards,
  
  ANKIT CHAUHAN
  
  SAP SME Support
  
  like (0)
2. ANKIT CHAUHAN Post authorApril 28, 2017 at 9:54 am
  
  Hi Mark DAddario,
  
  Currently, UDFs are not implemented for PM_ProjectDocumentData or PM_SubprojectDocumentData
  
  Kind regards,
  
  ANKIT CHAUHAN
  
  SAP SME Support
  
  like (1)
Ngoc Nguyen Thanh May 9, 2017 at 9:25 am

Hi ANKIT CHAUHAN,
Can you help give me demo adding Project management with DI API. I dont know how to use DI API with Project Management
Thanks.

like (0)
1. ANKIT CHAUHAN Post authorMay 17, 2017 at 1:22 pm
  Hi,
  
  Sorry for the late reply!
  
  To use the above mentioned program, you need to perform the following:
  
  Create a company connection using DI API. For this, if you need a help, you need to install SAP Business One SDK and find the sample codes at the following location:C:\Program Files (x86)\SAP\SAP Business One SDK\Samples
  
  Once the company connection is successful, you can use the above mentioned program as it is and notice what is being done by DI API. This can be observed from SAP Business One Client itself.
  
  Hope it helps!
  
  Kind regards,
  
  ANKIT CHAUHAN
  
  SAP SME Support
  like (1)
  1. Ngoc Nguyen Thanh May 18, 2017 at 2:44 am
    
    Hi ANKIT,
    Thank you so much
    With sharing this, Can I use DI API import with file XML. Pls explain for me
    Thanks
    
    like (0)